Unclaimed Profile

Peter Frederic Levin

GREYSTONE INVESTMENT MANAGEMENT, LLC·CINCINNATI, Ohio

Series 1, Series 40, Series 63Clean record25 years registeredGREYSTONE INVESTMENT MANAGEMENT, LLC

3805 EDWARDS ROAD, CINCINNATI, OH 45209CRD# 307824Firm CRD# 111084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Frederic Levin · CINCINNATI, OH

Registration

CRD #307824 · GREYSTONE INVESTMENT MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GREYSTONE INVESTMENT MANAGEMENT, LLC

MADISON WEALTH MANAGEMENT

Jan 2019 – Jan 2024

CINCINNATI, OH

GREYSTONE INVESTMENT MANAGEMENT, LLC

May 2001 – Jan 2019

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 1

Series 40

Series 63

Registration record

First registered · May 14, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GREYSTONE INVESTMENT MANAGEMENT, LLC

CRD 111084 · SEC 801-58150

AUM

$301M

Regulatory assets under management

Employees

325 client accounts

Services offered by GREYSTONE INVESTMENT MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GREYSTONE INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Peter Frederic Levin offer?

Peter Frederic Levin specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Peter Frederic Levin's credentials?

Peter Frederic Levin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Frederic Levin located?

Peter Frederic Levin is based in CINCINNATI, Ohio, last registered with GREYSTONE INVESTMENT MANAGEMENT, LLC.

How does Peter Frederic Levin charge for services?

Peter Frederic Levin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREYSTONE INVESTMENT MANAGEMENT, LLC?

GREYSTONE INVESTMENT MANAGEMENT, LLC has approximately 7 employees and manages $301M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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